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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
851
M&T Bank
New York
$259K – – –
VC
852
Vicus Capital
Pennsylvania
$258K +$43.9K +258 +21%
CT
853
Caldwell Trust
Florida
$257K -$3.57K -21 -1%
TCM
854
TruNorth Capital Management
Michigan
$257K – – –
CFO
855
Colony Family Offices
North Carolina
$256K -$30.8K -181 -11%
CSB
856
City State Bank
Iowa
$256K – – –
AWM
857
Atticus Wealth Management
Florida
$256K +$9.53K +56 +4%
BFA
858
Brown Financial Advisory
Alabama
$255K – – –
CT
859
Coastline Trust
Rhode Island
$255K – – –
PIA
860
Panoramic Investment Advisors
Colorado
$252K +$1.19K +7 +0.5%
LSA
861
Lion Street Advisors
Texas
$251K +$15.1K +89 +5%
KCM
862
Kennicott Capital Management
California
$251K – – –
BRWA
863
B. Riley Wealth Advisors
Florida
$250K -$4.1M -24,115 -94%
OA
864
Operose Advisors
Wisconsin
$250K +$13.3K +78 +6%
BFPW
865
BOK Financial Private Wealth
Colorado
$249K – – –
CIA
866
Capital Investment Advisors
Georgia
$249K +$340 +2 +0.1%
GWP
867
Gen-Wealth Partners
Michigan
$247K – – –
PWMAG
868
Pinnacle Wealth Management Advisory Group
New Jersey
$247K – – –
RC
869
Roundview Capital
New Jersey
$247K – – –
PIN
870
Prudent Investors Network
California
$246K +$9.7K +57 +4%
BW
871
Blalock Williams
Alabama
$246K – – –
TF
872
Theory Financial
Colorado
$244K – – –
GAM
873
Gemmer Asset Management
California
$243K -$5.1K -30 -2%
SFP
874
Shepherd Financial Partners
Massachusetts
$242K – – –
PFWA
875
Paces Ferry Wealth Advisors
Georgia
$242K +$9.53K +56 +4%